account_balance
Investment manager · 13F filer · SEC CIK 1916066
FinDec Wealth Services, Inc.
Reported value$83.5Mas of Sep 30, 2026
Positions30 1 new, 3 sold out
Top 10 weight87.2%CGCP alone is 17%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGCPCapital GRP Fixed Incm ETF T
16.7%Trimmed −3%
SCHGSchwab Strategic Tr
14.4%
DFLVDimensional ETF Trust
12.8%Trimmed −3%
DFAUDimensional ETF Trust
12.7%
DFAIDimensional ETF Trust
8.6%
DFCFDimensional ETF Trust
6.3%Added +3%
VOVanguard Index FDS
5.2%
VBVanguard Index FDS
4.8%
VTIVanguard Index FDS
3.1%
DFAEDimensional ETF Trust
2.6%
SCHF2.2%
BIV1.5%
CGCPCapital GRP Fixed Incm ETF T
16.7%Trimmed −3%
SCHGSchwab Strategic Tr
14.4%
DFLVDimensional ETF Trust
12.8%Trimmed −3%
DFAUDimensional ETF Trust
12.7%
DFAIDimensional ETF Trust
8.6%
DFCF6.3%
VOVanguard Index FDS
5.2%
VB4.8%
VTI3.1%
DFAE2.6%
SCHF
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGCP Capital GRP Fixed Incm ETF T 16.7% Trimmed −3%
SCHG Schwab Strategic Tr 14.4% Held
DFLV Dimensional ETF Trust 12.8% Trimmed −3%
DFAU Dimensional ETF Trust 12.7% Held
DFAI Dimensional ETF Trust 8.6% Held
DFCF Dimensional ETF Trust 6.3% Added +3%
VO Vanguard Index FDS 5.2% Held
VB Vanguard Index FDS 4.8% Held
VTI Vanguard Index FDS 3.1% Held
DFAE Dimensional ETF Trust 2.6% Added +5%
SCHF Schwab Strategic Tr 2.2% Trimmed −7%
BIV Vanguard Bd Index FDS 1.5% Held
What changed
Biggest moves since Jun 30, 2026
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